Myths and Facts about Social Security

Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect.   There’s no doubt about it–Social Security is an important … Read MoreRead More

Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of … Read MoreRead More

Changing Jobs? Take Your 401(k) and Roll It

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. … Read More

Setting and Targeting Investment Goals

  Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire.  It sounds a … Read MoreRead More

Should You Pay Off Your Mortgage or Invest?

Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first … Read MoreRead More

Retired or Near Retired… Market Risk Takes On a Whole New Meaning

Terry L. Norris, CFP®, CLU, ChFC President & Founder Norris Financial Group, LLC 864.235.6408 terry.norris@norrisfinancialgroup.com     Often times we have heard the phrase, “What you don’t know can’t hurt you.” If you are retired or nearing retirement, what you … Read MoreRead More

Key Numbers for 2015: Tax Figures at a Glance

Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. There are too many ever-changing numbers to remember, and in general, the tax code is way too complicated. … Read More

Josh Roach Featured on “Your Carolina”

It’s time to set your financial goals for 2015 and our friend Joshua Roach from Norris Financial Group is here to help you!    

Inflation and Bonds: The Ups and Downs

The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because bond yields are closely tied to interest rates, and when interest rates and bond yields rise, bond prices … Read MoreRead More